See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 3-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,470 | $92,703-90.9% | $82,719-89.8% | $134,475-93.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | 0.00% | 944.92%-944.9pp | 701.18%-701.2pp | 417.96%-418.0pp |
| Employer contribution / active EE | $2,754 | $3,274-15.9% | $3,009-8.5% | $4,740-41.9% |
| Participant deferral / active EE | $6,069 | $4,802+26.4% | $4,395+38.1% | $6,400-5.2% |
| Admin fee / account holder | $91 | $5,983-98.5% | $5,329-98.3% | $11,426-99.2% |